Mount Financial Freedom

Overview

Mount Financial Freedom is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients with a focus on financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Its advisory model is fee-based under a fixed-fee structure and is tilted toward discretionary management: the majority of client assets are managed on a discretionary basis while a small portion remains non-discretionary. Investment activity centers on broadly diversified public funds and mutual funds as the core implementation vehicle. The firm supplements core positions with third-party alternative managers when appropriate—specifically hedge funds and real estate allocations—to add uncorrelated return streams and diversification. Mount Financial Freedom is not positioned as a capital allocator running proprietary funds, and it does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices